Tactive Advisors’s Saba Opportunistically Hedged Closed-End Funds ETF CEFS Stock Holding History

Tactive Advisors’s Portfolio CEFS Stock Details CEFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-54,387	Closed	-$1.39M	–	296
2026 Q2	$1.39M	Buy	54,387 +2,407	+5%	+$59.6K	0.34%	65
2026 Q1	$1.17M	Buy	51,980 +871	+2%	+$20K	0.33%	76
2025 Q4	$1.18M	Buy	51,109 +14,450	+39%	+$329K	0.35%	71
2025 Q3	$835K	Buy	36,659 +1,547	+4%	+$34.8K	0.24%	100
2025 Q2	$781K	Buy	+35,112	New	+$751K	0.25%	90

Other funds holding CEFS

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

AFC

Ares Financial Consulting Calabasas, California $145M AUM 16.02% 1-Year Est. Return

Commerce Advisors Memphis, Tennessee $212M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Tactive Advisors's CEFS Position: Q3 2026 in Review

Tactive Advisors sold out of Saba Opportunistically Hedged Closed-End Funds ETF (CEFS) in Q3 2026, closing a stake of 54,387 shares — an estimated $1.39M sold.

Tactive Advisors first reported a position in CEFS in Q2 2025 and held it in 5 quarters. The position peaked at $1.39M in Q2 2026. 23 funds tracked by Wall St. Rank hold CEFS as of Q3 2026.

Tactive Advisors reported no remaining Saba Opportunistically Hedged Closed-End Funds ETF position as of Q3 2026 after selling out during the quarter.
Tactive Advisors sold 54,387 Saba Opportunistically Hedged Closed-End Funds ETF shares in Q3 2026, an estimated $1.39M.
Tactive Advisors first reported a position in Saba Opportunistically Hedged Closed-End Funds ETF in Q2 2025 and held it in 5 quarters.
Tactive Advisors's Saba Opportunistically Hedged Closed-End Funds ETF position peaked at $1.39M in Q2 2026.
23 funds tracked by Wall St. Rank held Saba Opportunistically Hedged Closed-End Funds ETF as of Q3 2026.

Based on Tactive Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.